Purchases and Sales Made in Q4 2024 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.45K+ 66.59% |
$169K - $178K
|
3.62K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.2K+ 9.29% |
$141K - $148K
|
14.1K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$4.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$129K - $136K
|
8.17K
$992K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.08K+ 29.0% |
$127K - $133K
|
4.82K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05K+ 95.64% |
$123K - $130K
|
2.15K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.05K+ 6.97% |
$122K - $129K
|
16K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.73% |
$118K - $124K
|
27.9K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
925+ 7.63% |
$108K - $114K
|
13.1K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
908+ 5.33% |
$106K - $112K
|
17.9K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
840+ 2.13% |
$98.3K - $103K
|
40.4K
$4.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
746+ 3.94% |
$87.3K - $91.8K
|
19.7K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$85.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
622+ 6.85% |
$72.8K - $76.5K
|
9.7K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
605+ 7.41% |
$70.8K - $74.4K
|
8.77K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
592+ 2.95% |
$69.3K - $72.8K
|
20.7K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
528+ 4.36% |
$61.8K - $65K
|
12.7K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
511+ 4.81% |
$59.8K - $62.9K
|
11.1K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
511+ 2.72% |
$59.8K - $62.9K
|
19.3K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
490+ 13.42% |
$57.4K - $60.3K
|
4.14K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
482+ 405.04% |
$56.4K - $59.3K
|
601
$73K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
446+ 22.42% |
$52.2K - $54.9K
|
2.44K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
420+ 3.21% |
$49.2K - $51.7K
|
13.5K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
406+ 7.1% |
$47.5K - $50K
|
6.13K
$744K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
373+ 20.68% |
$43.7K - $45.9K
|
2.18K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 7.02% |
$36.5K - $38.4K
|
4.76K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
307+ 2.77% |
$35.9K - $37.8K
|
11.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
291+ 24.43% |
$34.1K - $35.8K
|
1.48K
$180K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
271+ 1.53% |
$31.7K - $33.3K
|
18K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
267+ 10.47% |
$31.3K - $32.8K
|
2.82K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
260+ 0.85% |
$30.4K - $32K
|
30.9K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
176+ 0.74% |
$20.6K - $21.7K
|
23.9K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
173+ 1.51% |
$20.2K - $21.3K
|
11.6K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
121+ 4.91% |
$14.2K - $14.9K
|
2.59K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
112+ 1.51% |
$13.1K - $13.8K
|
7.54K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
94+ 0.91% |
$11K - $11.6K
|
10.5K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
81+ 0.09% |
$9.48K - $9.97K
|
86.9K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78+ 0.91% |
$9.13K - $9.6K
|
8.65K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
75+ 0.91% |
$8.78K - $9.23K
|
8.32K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 2.08% |
$7.96K - $8.37K
|
3.33K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.21% |
$5.15K - $5.41K
|
21K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
36+ 0.3% |
$4.21K - $4.43K
|
12.2K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34+ 0.51% |
$3.98K - $4.18K
|
6.73K
$817K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33+ 0.55% |
$3.86K - $4.06K
|
6K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
29+ 9.35% |
$3.39K - $3.57K
|
339
$41.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.07% |
$2.93K - $3.08K
|
35.3K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
25+ 0.54% |
$2.93K - $3.08K
|
4.67K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.32% |
$1.76K - $1.85K
|
4.77K
$579K
|